What departments does Beacon Financial Services have?

Beacon Financial Services has employees across 2 departments including Sales, Education.

What is the largest department at Beacon Financial Services?

The largest department at Beacon Financial Services is Sales with 1 employees.

Where are Beacon Financial Services employees located globally?

Beacon Financial Services has employees across 3 continents and 3 countries including India, United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Beacon Financial Services's team size changed over time?

Beacon Financial Services's team has decreased from approximately 32 to 28 employees based on available data.

Beacon Financial Services Employee Directory

Financial ServicesPennsylvania, United States11-50 Employees

Beacon Financial Services is a midsize financial services firm based in Wayne, Pennsylvania, that provides personalized guidance on investments, insurance, and planning strategies. It serves high net worth individuals, business owners, corporate clients, and professional athletes, offering tailored services across asset management, corporate retirement plans, personal retirement planning, estate planning, tax planning, and business succession planning. The firm emphasizes a disciplined, client-focused approach to delivering these advisory services.

Investment products are offered through Kestra Investment Services, LLC, while advisory services come via Kestra Advisory Services, LLC, with Beacon Financial Services not affiliated with Kestra. In November 2023 Beacon Financial Services published The Hidden Fee Manifesto, a white paper addressing cost issues in the 401(k) industry.

Beacon Financial Services Global Highlights

North America
45

United States Of America
45

Asia
2

India
2

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Beacon Financial Services's Leadership

M. S.
Vice President Of Retirement Plan Sales
Mobile Phone
Email
S. M.
Managing Director
Mobile Phone
Email
S. M. A.
Managing Director
Mobile Phone
Email
D. Y.
Associate Director, Retirement Plan Services
Mobile Phone
Email
A. E.
Principal
Mobile Phone
Email
G. M.
Sub-Broker
Mobile Phone
Email
G. M.
Executive
Mobile Phone
Email

Beacon Financial Services Employee Metrics

100%

50%

0%

2026

2025

Banking
Human Resources
Business
Entertainment
Film & Video
Other
Consultant
Information Technology

Contact profiles from Beacon Financial Services

Name

Title

Contact

Location

Last Update

S. M.
Managing Director
Mobile Phone
Email
Jul 23, 2026
S. M. A.
Managing Director
Mobile Phone
Email
Jun 17, 2025
M. S.
Vice President Of Retirement Plan Sales
Mobile Phone
Email
Oct 16, 2022
D. Y.
Associate Director, Retirement Plan Services
Mobile Phone
Email
Jul 23, 2026
A. E.
Principal
Mobile Phone
Email
Oct 22, 2024
G. M.
Sub-Broker
Mobile Phone
Email
Aug 03, 2026
G. M.
Executive
Mobile Phone
Email
India, Uttar Pradesh
Aug 30, 2026

Frequently Asked Questions

What is Beacon Financial Services known for?

Beacon Financial Services was founded in 1996 and operates in the Financial Services industry. You can contact Beacon Financial Services's main corporate office by phone at

+1-610-265-****

. Explore Beacon Financial Services's company overview page for more information.

What is Beacon Financial Services's most common email format?

Beacon Financial Services employees' email format typically follows the pattern of FirstL@thebeacongrp.com. Trying to find reliable and up-to-date employee contact data? Find more Beacon Financial Services email formats with LeadIQ.

How many employees does Beacon Financial Services have currently?

Beacon Financial Services has approximately 23 employees as of September 2026. These team members are located across 3 continents, including North America, Asia and Europe.

Who are Beacon Financial Services's key employees and leadership?

As of September 2026, Beacon Financial Services's key employees include:

Vice President Of Retirement Plan Sales: M. S.
Managing Director: S. M.
Managing Director: S. M. A.
Associate Director, Retirement Plan Services: D. Y.
Principal: A. E.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Beacon Financial Services Employee Directory

Find Beacon Financial Services employees' phone numbers or email addresses

Name search is limited — try advanced search instead